Upexi, Inc.

UPXI

Exchange: Nasdaq
Industry: Finance Services
SEC CIK: 0001775194

SEC filings (opens in a new tab)

No open-market purchases or sales by Upexi, Inc. insiders were filed in the last 90 days; 47 institutions reported holding it in 13F filings for Q2 2026, worth $10.2M in total; no superinvestor holds it.

Q3 2025 vs. Q2 2025

How the institutions holding Upexi, Inc. changed between Q2 2025 and Q3 2025.

All holders in Q3 2025 All holders in Q2 2025

13F holders of UPXI: Q2 2025 compared with Q3 2025
Measure	Q2 2025	Q3 2025	Change
Holders	30	69	+39
Shares	6.64M	15.5M	+8.83M (+132.9%)
Value	$19.9M	$89.1M	+$69.3M (+348.5%)

New holders (43)

Institutions that held Upexi, Inc. at the end of Q3 2025 but not at the end of Q2 2025.

Institutions new to UPXI in Q3 2025
Institution	Shares	Value	% of portfolio
Polar Asset Management Partners Inc.	5,000,000	$28.7M	0.58%
Alyeska Investment Group, L.P.	1,250,000	$7.17M	0.02%
MMCAP International Inc. SPC	766,933	$4.43M	0.51%
BlackRock, Inc.	682,037	$3.94M	0.00%
Marex Group plc	644,176	$3.72M	0.05%
Shariaportfolio, Inc.	622,728	$3.59M	1.37%
Jane Street Group, LLC	614,870	$3.55M	0.00%
Heights Capital Management, Inc	250,000	$1.44M	0.46%
Barclays PLC	175,483	$1.01M	0.00%
JPMorgan Chase & Co	150,227	$866.8K	0.00%
BNP Paribas Arbitrage, SA	74,478	$429.7K	0.00%
BlueCrest Capital Management Ltd	70,565	$407.2K	0.02%
Phoenix Holdings Ltd.	70,000	$404.1K	0.00%
Capital Fund Management S.A.	60,139	$347.0K	0.00%
Bank of Montreal	35,108	$202.6K	0.00%
Schonfeld Strategic Advisors LLC	33,706	$194.5K	0.00%
SG Americas Securities, LLC	30,645	$177.0K	0.00%
Goldman Sachs Group Inc	27,927	$161.1K	0.00%
Synovus Financial Corp	25,100	$144.8K	0.00%
Rossby Financial, LCC	21,800	$142.4K	0.05%
Clear Street Group Inc.	18,100	$104.4K	0.00%
Nomura Holdings Inc	18,000	$103.9K	0.00%
Cetera Investment Advisers	17,120	$98.8K	0.00%
J.W. Cole Advisors, Inc.	15,600	$90.0K	0.00%
Citigroup Inc	15,343	$88.5K	0.00%
Engineers Gate Manager LP	13,257	$76.5K	0.00%
Gsa Capital Partners LLP	11,387	$66.0K	0.01%
Aspiring Ventures, LLC	11,039	$63.7K	0.02%
Great Valley Advisor Group, Inc.	10,700	$61.7K	0.00%
Mariner, LLC	10,000	$57.7K	0.00%
Belpointe Asset Management LLC	10,000	$57.7K	0.00%
Arkadios Wealth Advisors	10,000	$57.7K	0.00%
Ameritas Advisory Services, LLC	4,500	$26.0K	0.00%
Tower Research Capital LLC (TRC)	2,634	$15.2K	0.00%
GF Fund Management Co. Ltd.	2,006	$11.6K	0.00%
Armstrong Advisory Group, Inc	1,000	$5.77K	0.00%
MAI Capital Management	875	$5.05K	0.00%
Valley National Advisers Inc	890	$5.00K	0.00%
FNY Investment Advisers, LLC	683	$3.00K	0.00%
Catherine Avery Investment Management LLC	150	$866	0.00%
Wealth Watch Advisors, INC	100	$577	0.00%
FMR LLC	5	$29	0.00%
Strategic Investment Solutions, Inc.	3,257	–	–

Sold out (4)

Institutions that held Upexi, Inc. at the end of Q2 2025 and filed for Q3 2025 without it.

Institutions that sold out of UPXI in Q3 2025
Institution	Shares, Q2 2025	Value, Q2 2025
Pantera Capital Partners LP	1,331,804	$3.97M
NewGen Asset Management Ltd	577,193	$1.72M
Cantor Fitzgerald, L. P.	325,000	$968.5K
Group One Trading, L.P.	44,631	$133.0K